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KPI data tables

Ameriprise Financial operating metrics behind the KPI charts, newest period first (up to 24 periods per chart). Periods use each company's own fiscal labels where the source does; each table names its source.

Ameriprise Experienced Advisors Recruited (Quarterly) (count)
PeriodExperienced advisors recruited
Q3 202679
Q2 202679
Q1 202661
Q4 202591
Q3 202590
Q2 202573
Q1 202582
Q4 202491
Q3 202471
Q2 202452
Q1 202464

Source: Ameriprise Financial quarterly earnings releases (Form 8-K Exhibit 99.1), Advice & Wealth Management highlights (experienced advisors added or moving their practices to Ameriprise in the quarter). Quarters ended March 31, 2024 through September 30, 2026. Latest: release dated October 29, 2026 for the quarter ended September 30, 2026 (https://www.sec.gov/Archives/edgar/data/820027/000082002726000050/q32026er.htm).

Ameriprise Adjusted Operating Net Revenue per Advisor (Trailing Twelve Months) (USD thousands)
PeriodRevenue per advisor (TTM)
Q3 20261,240
Q2 20261,203
Q1 20261,160
Q4 20251,122
Q3 20251,093
Q2 20251,070
Q1 20251,056
Q4 20241,037
Q3 2024997
Q2 2024968
Q1 2024942

Source: Ameriprise Financial quarterly earnings releases (Form 8-K Exhibit 99.1), Advice & Wealth Management highlights table, Adjusted operating net revenue per advisor (TTM in thousands). Quarters ended March 31, 2024 through September 30, 2026. Latest: release dated October 29, 2026 for the quarter ended September 30, 2026 (https://www.sec.gov/Archives/edgar/data/820027/000082002726000050/q32026er.htm).

Ameriprise RiverSource Variable Annuity Deposits (Quarterly) (USD millions)
PeriodVariable annuity deposits
Q3 20261,607
Q2 20261,504
Q1 20261,173
Q4 20251,305
Q3 20251,256
Q2 20251,243
Q1 20251,064
Q4 20241,237
Q3 20241,231
Q2 20241,364
Q1 20241,158

Source: Ameriprise Financial quarterly earnings releases (Form 8-K Exhibit 99.1), Retirement & Protection Solutions Segment Operating Metrics, Variable Annuities Rollforwards, Deposits. Quarters ended March 31, 2024 through September 30, 2026. Latest: release dated October 29, 2026 for the quarter ended September 30, 2026 (https://www.sec.gov/Archives/edgar/data/820027/000082002726000050/q32026er.htm).

Ameriprise Advice & Wealth Wrap Assets (Quarterly) (USD billions)
PeriodTotal wrap ending assets
Q3 2026728.889
Q2 2026731.5
Q1 2026664.167
Q4 2025670.361
Q3 2025650.302
Q2 2025615.189
Q1 2025572.771
Q4 2024573.881
Q3 2024569.054
Q2 2024534.99
Q1 2024521.722

Source: Ameriprise Financial quarterly earnings releases (Form 8-K Exhibit 99.1), Advice & Wealth Management Segment Operating Metrics, Total wrap ending assets. Quarters ended March 31, 2024 through September 30, 2026. Latest: release dated October 29, 2026 for the quarter ended September 30, 2026 (https://www.sec.gov/Archives/edgar/data/820027/000082002726000050/q32026er.htm).

Ameriprise Advice & Wealth Wrap Net Flows (Quarterly) (USD billions)
PeriodWrap net flows
Q3 20264.848
Q2 20266.935
Q1 20266.016
Q4 202512.052
Q3 20254.769
Q2 20255.378
Q1 20258.724
Q4 202411.073
Q3 20247.992
Q2 20247.521
Q1 20246.518

Source: Ameriprise Financial quarterly earnings releases (Form 8-K Exhibit 99.1), Advice & Wealth Management Segment Operating Metrics, Total Wrap Accounts net flows. Quarters ended March 31, 2024 through September 30, 2026. Latest: release dated October 29, 2026 for the quarter ended September 30, 2026 (https://www.sec.gov/Archives/edgar/data/820027/000082002726000050/q32026er.htm).

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Ameriprise Financial (AMP) - KPIs | Sterling